WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$885K
3
+$857K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$839K
5
GLNG icon
Golar LNG
GLNG
+$807K

Top Sells

1
+$1.14M
2
+$970K
3
+$822K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$760K
5
EMR icon
Emerson Electric
EMR
+$750K

Sector Composition

1 Healthcare 10.92%
2 Technology 10.56%
3 Financials 8.5%
4 Energy 8.33%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$28K ﹤0.01%
476
652
$27K ﹤0.01%
375
653
$27K ﹤0.01%
766
654
$27K ﹤0.01%
675
655
$27K ﹤0.01%
2,932
656
$27K ﹤0.01%
1,965
657
$27K ﹤0.01%
285
658
$27K ﹤0.01%
1,275
659
$27K ﹤0.01%
450
660
$27K ﹤0.01%
660
661
$26K ﹤0.01%
1,158
662
$26K ﹤0.01%
720
663
$26K ﹤0.01%
744
664
$26K ﹤0.01%
291
665
$26K ﹤0.01%
973
666
$26K ﹤0.01%
1,850
-1,859
667
$25K ﹤0.01%
700
668
$25K ﹤0.01%
740
669
$25K ﹤0.01%
980
670
$25K ﹤0.01%
757
671
$25K ﹤0.01%
415
672
$25K ﹤0.01%
1,000
673
$25K ﹤0.01%
600
674
$25K ﹤0.01%
500
675
$24K ﹤0.01%
1,546
25 26
27
28 29